Save your money for June, everytime Apples anounces a product or great results, the stock dips. So in june it is going to REALLY DIP! Great for cheap stock.
Did anyone notice that the last paragraph of the article on apple.com is the same paragraph used to showcase Leopard's new and imporved text to speech technology? That's kinda funny. they like that paragraph.
Did anyone notice that the last paragraph of the article on apple.com is the same paragraph used to showcase Leopard's new and imporved text to speech technology? That's kinda funny. they like that paragraph.
Apple ignited the personal computer revolution?
Yeah, we know. It's called "boilerplate". Guess it was your 2nd ever look at a press release.
Did anyone notice that the last paragraph of the article on apple.com is the same paragraph used to showcase Leopard's new and imporved text to speech technology? That's kinda funny. they like that paragraph.
That's Apple's "Mission Statement". It appears at the end of every press release.
In January, when Apple reached 2 billion songs and added Paramount films, they issued a press release in which they stated that the store had sold "over 1.3 million movies". So, the store has sold significantly fewer than 100,000 movies in 3 months. Not good when compared to the rate at which they were selling at the beginning. Whereas the sales rate of songs is going up and up and up, movie sales seem to be drying up.
This is all pointless fluff. The iPod is just a fad like the CD. The iPod/iTune "eco-life" won't last beyond 15-30 years. You'll see.
IQ78
And your point is? 15-30 years is more than a fad. Hell, I'd say the 5.5 years the iPod is at now constitutes more than a fad.
Somehow I think apple will still manage to innovate.
I can just see the conversations in board rooms all across the country..... "Wow, we've got a really great product here, but it'll only be a 15-30 year fad. I guess we'll just have to cancel it!"
I keep a spreadsheet on iPod unit sales and I calculated that they had sold 88.7 million as of the end of 2006 so that means 11.3 million so far this year. This press release is out today which probably means some of those were sold last week which would not make the March quarter. Including last week, there have been 14 weeks so far this year so 11.3 million suggests a run rate of 807,000 per week. Not sure if the week before Easter would be an above average or below average week but we are probalby looking at around 10.5 million for the March quarter. That is within the range of analyst estimates but in the lower half of the range. The stock could be trading down because of that but there have also been some concerns about March Q units with one analyst recently dropping his estimate to 10.3 million. So overall, I'd call it a neutral event but it is good to know that there won't be a negative surprise on units especiallya fter the ridiculous 21 million units in the December quarter.
Where the surprise could exist is on ASP or margin. ASP will be down sharply again year over year due to the popularity of the shuffle but given trends in memory prices, margins should be be very good.
However, they could have sold the 100 millionth a few weeks ago, and just didn't announce for a while for some PR reason. Not saying you're wrong, but we definitely don't know for sure when # 100,000,000 was sold.
In January, when Apple reached 2 billion songs and added Paramount films, they issued a press release in which they stated that the store had sold "over 1.3 million movies". So, the store has sold significantly fewer than 100,000 movies in 3 months. Not good when compared to the rate at which they were selling at the beginning. Whereas the sales rate of songs is going up and up and up, movie sales seem to be drying up.
I'm actually glad to see weak movie sales. If the numbers are accurate, the weak sales should send a message to Apple that:
* consumers will not spend $10-$14 on digital movies;
* consumers do not have space to keep many 4GB movies on their hard drive, don't have the technical expertise to transfer to an external drive, and in most cases don't have an external drive. (Yes, I know you have an external drive, so save yourself the post.)
Bottom line: Consumers want to rent movies for $4-$5 for one or two viewings (like they are already accustomed to doing from video stores and PPV) or pay a fee to have a certain number of movies at a time or in a given period (like they already do with Netflix).
When Apple gets around to making a big splash for downloading movies to Apple TV -- ahem, in HD -- I hope the addition of a PPV/rental tier is the centerpiece of the plan.
Willrob wasn't talking about Macs. Why are you quoting him if you're not responding to him?
Since Wilrob didn't indicate whom he was replying to and it was posted immediately following my reply to Neruda, I had assumed he was referring to my reply to Neruda. My error.
In January, when Apple reached 2 billion songs and added Paramount films, they issued a press release in which they stated that the store had sold "over 1.3 million movies". So, the store has sold significantly fewer than 100,000 movies in 3 months. Not good when compared to the rate at which they were selling at the beginning. Whereas the sales rate of songs is going up and up and up, movie sales seem to be drying up.
You beat me to that.
I was going to mention that while the last time Jobs mentioned music sales, it was to say that they had sold over 2 billion, now it's over 2.5 billion. I don't remember the number of Tv shows previously sold, but it was less than 50 million.
But, strangely, the movie numbers are the same as last time, not even a point 1 uptick. That doesn't seem right. they must have sold some since last time.
And your point is? 15-30 years is more than a fad. Hell, I'd say the 5.5 years the iPod is at now constitutes more than a fad.
Somehow I think apple will still manage to innovate.
I can just see the conversations in board rooms all across the country..... "Wow, we've got a really great product here, but it'll only be a 15-30 year fad. I guess we'll just have to cancel it!"
I keep a spreadsheet on iPod unit sales and I calculated that they had sold 88.7 million as of the end of 2006 so that means 11.3 million so far this year. This press release is out today which probably means some of those were sold last week which would not make the March quarter. Including last week, there have been 14 weeks so far this year so 11.3 million suggests a run rate of 807,000 per week. Not sure if the week before Easter would be an above average or below average week but we are probalby looking at around 10.5 million for the March quarter. That is within the range of analyst estimates but in the lower half of the range. The stock could be trading down because of that but there have also been some concerns about March Q units with one analyst recently dropping his estimate to 10.3 million. So overall, I'd call it a neutral event but it is good to know that there won't be a negative surprise on units especiallya fter the ridiculous 21 million units in the December quarter.
Congratulations, you are now officially an analyst. Boom!
I'm actually glad to see weak movie sales. If the numbers are accurate, the weak sales should send a message to Apple that:
* consumers will not spend $10-$14 on digital movies;
* consumers do not have space to keep many 4GB movies on their hard drive, don't have the technical expertise to transfer to an external drive, and in most cases don't have an external drive. (Yes, I know you have an external drive, so save yourself the post.)
Bottom line: Consumers want to rent movies for $4-$5 for one or two viewings (like they are already accustomed to doing from video stores and PPV) or pay a fee to have a certain number of movies at a time or in a given period (like they already do with Netflix).
When Apple gets around to making a big splash for downloading movies to Apple TV -- ahem, in HD -- I hope the addition of a PPV/rental tier is the centerpiece of the plan.
This has nothing to do with sending a message to Apple. You're missing the point.
Movie companies don't really want to sell movies online. Neither do the largest sellers of DVD's, WalMart, and Target, who only want to, because they don't want to be left out of any possible future action, if any. They much rather continue selling DVD's in their stores.
But, if online movie sales fail, it will hurt Apple, not them.
Apple can't force studios to let them sell at lower prices than they do now. Why do you think Apple has so few stufios now? Because their prices for movies are too low, and the DRM allows them to play on too many devices. That's why other online sales sites have thousands of movies, and Apple has a few hundred, mostly older ones.
That's more iPods than GameCube (22m), XBox (24m), XBox 360 (10m) and Wii (5m) sales combined. Soon they'll surpass the PlayStation2 (115m) if this keeps up.
This is all pointless fluff. The iPod is just a fad like the CD. The iPod/iTune "eco-life" won't last beyond 15-30 years. You'll see.
IQ78
Quote:
Originally Posted by Flounder
And your point is? 15-30 years is more than a fad. Hell, I'd say the 5.5 years the iPod is at now constitutes more than a fad.
Somehow I think apple will still manage to innovate.
I can just see the conversations in board rooms all across the country..... "Wow, we've got a really great product here, but it'll only be a 15-30 year fad. I guess we'll just have to cancel it!"
"I'm liking the tilde. Who doesn't like the tilde? Did I say you couldn't use the tilde? Why didn't you use the tilde?" (imagine this in the voice of Cosmo Kramer's lawyer...Jackie Chiles.
"I'm liking the tilde. Who doesn't like the tilde? Did I say you couldn't use the tilde? Why didn't you use the tilde?" (imagine this in the voice of Cosmo Kramer's lawyer...Jackie Childs.
If someone makes a joke, or a sarcastic remark, or says something cynical (all of which, it seems, goes down as being sarcastic for some reason), and it isn't be recognized on its own, then it is a failure, why should it need a special mark?
Should we then have one for a joke, or the cynical remark as well?
It's too complex. People can indicate the thrust of what they are saying, by writing better, and using bold or capitals for certain words, or a smiley.
Comments
LOL
Did anyone notice that the last paragraph of the article on apple.com is the same paragraph used to showcase Leopard's new and imporved text to speech technology? That's kinda funny. they like that paragraph.
Apple ignited the personal computer revolution?
Yeah, we know. It's called "boilerplate". Guess it was your 2nd ever look at a press release.
Did anyone notice that the last paragraph of the article on apple.com is the same paragraph used to showcase Leopard's new and imporved text to speech technology? That's kinda funny. they like that paragraph.
That's Apple's "Mission Statement". It appears at the end of every press release.
Apple said Monday that the 100 millionth iPod has been sold, making the iPod the fastest selling music player in history.
...
This is all pointless fluff. The iPod is just a fad like the CD. The iPod/iTune "eco-life" won't last beyond 15-30 years. You'll see.
IQ78
over 1.3 million movies
Hmmm.
Movie sales not going well at all.
In January, when Apple reached 2 billion songs and added Paramount films, they issued a press release in which they stated that the store had sold "over 1.3 million movies". So, the store has sold significantly fewer than 100,000 movies in 3 months. Not good when compared to the rate at which they were selling at the beginning. Whereas the sales rate of songs is going up and up and up, movie sales seem to be drying up.
This is all pointless fluff. The iPod is just a fad like the CD. The iPod/iTune "eco-life" won't last beyond 15-30 years. You'll see.
IQ78
And your point is? 15-30 years is more than a fad. Hell, I'd say the 5.5 years the iPod is at now constitutes more than a fad.
Somehow I think apple will still manage to innovate.
I can just see the conversations in board rooms all across the country..... "Wow, we've got a really great product here, but it'll only be a 15-30 year fad. I guess we'll just have to cancel it!"
I keep a spreadsheet on iPod unit sales and I calculated that they had sold 88.7 million as of the end of 2006 so that means 11.3 million so far this year. This press release is out today which probably means some of those were sold last week which would not make the March quarter. Including last week, there have been 14 weeks so far this year so 11.3 million suggests a run rate of 807,000 per week. Not sure if the week before Easter would be an above average or below average week but we are probalby looking at around 10.5 million for the March quarter. That is within the range of analyst estimates but in the lower half of the range. The stock could be trading down because of that but there have also been some concerns about March Q units with one analyst recently dropping his estimate to 10.3 million. So overall, I'd call it a neutral event but it is good to know that there won't be a negative surprise on units especiallya fter the ridiculous 21 million units in the December quarter.
Where the surprise could exist is on ASP or margin. ASP will be down sharply again year over year due to the popularity of the shuffle but given trends in memory prices, margins should be be very good.
However, they could have sold the 100 millionth a few weeks ago, and just didn't announce for a while for some PR reason. Not saying you're wrong, but we definitely don't know for sure when # 100,000,000 was sold.
Hmmm.
Movie sales not going well at all.
In January, when Apple reached 2 billion songs and added Paramount films, they issued a press release in which they stated that the store had sold "over 1.3 million movies". So, the store has sold significantly fewer than 100,000 movies in 3 months. Not good when compared to the rate at which they were selling at the beginning. Whereas the sales rate of songs is going up and up and up, movie sales seem to be drying up.
I'm actually glad to see weak movie sales. If the numbers are accurate, the weak sales should send a message to Apple that:
* consumers will not spend $10-$14 on digital movies;
* consumers do not have space to keep many 4GB movies on their hard drive, don't have the technical expertise to transfer to an external drive, and in most cases don't have an external drive. (Yes, I know you have an external drive, so save yourself the post.)
Bottom line: Consumers want to rent movies for $4-$5 for one or two viewings (like they are already accustomed to doing from video stores and PPV) or pay a fee to have a certain number of movies at a time or in a given period (like they already do with Netflix).
When Apple gets around to making a big splash for downloading movies to Apple TV -- ahem, in HD -- I hope the addition of a PPV/rental tier is the centerpiece of the plan.
Willrob wasn't talking about Macs. Why are you quoting him if you're not responding to him?
Since Wilrob didn't indicate whom he was replying to and it was posted immediately following my reply to Neruda, I had assumed he was referring to my reply to Neruda. My error.
Hmmm.
Movie sales not going well at all.
In January, when Apple reached 2 billion songs and added Paramount films, they issued a press release in which they stated that the store had sold "over 1.3 million movies". So, the store has sold significantly fewer than 100,000 movies in 3 months. Not good when compared to the rate at which they were selling at the beginning. Whereas the sales rate of songs is going up and up and up, movie sales seem to be drying up.
You beat me to that.
I was going to mention that while the last time Jobs mentioned music sales, it was to say that they had sold over 2 billion, now it's over 2.5 billion. I don't remember the number of Tv shows previously sold, but it was less than 50 million.
But, strangely, the movie numbers are the same as last time, not even a point 1 uptick. That doesn't seem right. they must have sold some since last time.
And your point is? 15-30 years is more than a fad. Hell, I'd say the 5.5 years the iPod is at now constitutes more than a fad.
Somehow I think apple will still manage to innovate.
I can just see the conversations in board rooms all across the country..... "Wow, we've got a really great product here, but it'll only be a 15-30 year fad. I guess we'll just have to cancel it!"
I think he was kidding.
I keep a spreadsheet on iPod unit sales and I calculated that they had sold 88.7 million as of the end of 2006 so that means 11.3 million so far this year. This press release is out today which probably means some of those were sold last week which would not make the March quarter. Including last week, there have been 14 weeks so far this year so 11.3 million suggests a run rate of 807,000 per week. Not sure if the week before Easter would be an above average or below average week but we are probalby looking at around 10.5 million for the March quarter. That is within the range of analyst estimates but in the lower half of the range. The stock could be trading down because of that but there have also been some concerns about March Q units with one analyst recently dropping his estimate to 10.3 million. So overall, I'd call it a neutral event but it is good to know that there won't be a negative surprise on units especiallya fter the ridiculous 21 million units in the December quarter.
Congratulations, you are now officially an analyst. Boom!
I'm actually glad to see weak movie sales. If the numbers are accurate, the weak sales should send a message to Apple that:
* consumers will not spend $10-$14 on digital movies;
* consumers do not have space to keep many 4GB movies on their hard drive, don't have the technical expertise to transfer to an external drive, and in most cases don't have an external drive. (Yes, I know you have an external drive, so save yourself the post.)
Bottom line: Consumers want to rent movies for $4-$5 for one or two viewings (like they are already accustomed to doing from video stores and PPV) or pay a fee to have a certain number of movies at a time or in a given period (like they already do with Netflix).
When Apple gets around to making a big splash for downloading movies to Apple TV -- ahem, in HD -- I hope the addition of a PPV/rental tier is the centerpiece of the plan.
This has nothing to do with sending a message to Apple. You're missing the point.
Movie companies don't really want to sell movies online. Neither do the largest sellers of DVD's, WalMart, and Target, who only want to, because they don't want to be left out of any possible future action, if any. They much rather continue selling DVD's in their stores.
But, if online movie sales fail, it will hurt Apple, not them.
Apple can't force studios to let them sell at lower prices than they do now. Why do you think Apple has so few stufios now? Because their prices for movies are too low, and the DRM allows them to play on too many devices. That's why other online sales sites have thousands of movies, and Apple has a few hundred, mostly older ones.
That's more iPods than GameCube (22m), XBox (24m), XBox 360 (10m) and Wii (5m) sales combined. Soon they'll surpass the PlayStation2 (115m) if this keeps up.
This is all pointless fluff. The iPod is just a fad like the CD. The iPod/iTune "eco-life" won't last beyond 15-30 years. You'll see.
IQ78
And your point is? 15-30 years is more than a fad. Hell, I'd say the 5.5 years the iPod is at now constitutes more than a fad.
Somehow I think apple will still manage to innovate.
I can just see the conversations in board rooms all across the country..... "Wow, we've got a really great product here, but it'll only be a 15-30 year fad. I guess we'll just have to cancel it!"
Please note proper use of sarcasm.
Please note proper use of sarcasm.
"I'm liking the tilde. Who doesn't like the tilde? Did I say you couldn't use the tilde? Why didn't you use the tilde?" (imagine this in the voice of Cosmo Kramer's lawyer...Jackie Chiles.
"I'm liking the tilde. Who doesn't like the tilde? Did I say you couldn't use the tilde? Why didn't you use the tilde?" (imagine this in the voice of Cosmo Kramer's lawyer...Jackie Childs.
If someone makes a joke, or a sarcastic remark, or says something cynical (all of which, it seems, goes down as being sarcastic for some reason), and it isn't be recognized on its own, then it is a failure, why should it need a special mark?
Should we then have one for a joke, or the cynical remark as well?
It's too complex. People can indicate the thrust of what they are saying, by writing better, and using bold or capitals for certain words, or a smiley.
http://www.blackfriarsinc.com/blog/2...-its-growth-is